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Funds Holding United Bankshares Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in United Bankshares Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of UBSI →Funds holding
98
as of 2026-07-31
Reported value
$782.5M
summed across funds
Fund families
41
named trusts
Largest conviction
3.27%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Harbor Active Small Cap ETFHarbor ETF Trust9.4K sh$457K | 3.27% |
| Cambiar Small Cap FundADVISORS' INNER CIRCLE FUND31.4K sh$1.5M | 2.19% |
| Harbor SMID Cap Value ETFHarbor ETF Trust2.4K sh$114.5K | 1.88% |
| Harbor Small Cap Value FundHARBOR FUNDS961.4K sh$46.6M | 1.85% |
| Invesco S&P MidCap Value with Momentum ETFInvesco Exchange-Traded Fund Trust132.3K sh$6.4M | 1.27% |
| Direxion Daily Regional Banks Bull 3X SharesDirexion Shares ETF Trust80.5K sh$3.9M | 0.91% |
| BANKS ULTRASECTOR PROFUNDProFunds1.5K sh$75K | 0.74% |
| Invesco S&P Midcap 400 Pure Value ETFInvesco Exchange-Traded Fund Trust45.2K sh$2.2M | 0.65% |
| Emerald Finance & Banking Innovation FundFINANCIAL INVESTORS TRUST6.3K sh$304.1K | 0.63% |
| iShares Select Dividend ETFiShares Trust3M sh$143M | 0.61% |
| Goldman Sachs Small Cap Value Insights FundGoldman Sachs Trust163K sh$7.9M | 0.60% |
| SmallCap Value Fund IIPrincipal Funds, Inc142.4K sh$6.9M | 0.55% |
| Transamerica Small Cap ValueTRANSAMERICA FUNDS10.8K sh$523.3K | 0.46% |
| U.S. SMALL CAP VALUE PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC1.8M sh$87.8M | 0.45% |
| Pacer Lunt Midcap Multi-Factor Alternator ETFPacer Funds Trust5K sh$241.9K | 0.45% |
| Dimensional US Small Cap Value ETFDimensional ETF Trust737.5K sh$35.7M | 0.44% |
| Harbor AlphaEdge Small Cap Earners ETFHarbor ETF Trust928 sh$45K | 0.38% |
| Goldman Sachs Small Cap Equity Insights FundGoldman Sachs Trust76K sh$3.7M | 0.36% |
| MID-CAP VALUE PROFUNDProFunds197 sh$9.5K | 0.35% |
| JPMorgan Diversified Return U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust40.4K sh$2M | 0.33% |
| Federated Hermes MDT Small Cap Core FundFederated Hermes MDT Series135.3K sh$6.6M | 0.29% |
| U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC994.4K sh$48.2M | 0.29% |
| Hartford US Value ETFLattice Strategies Trust2.9K sh$140K | 0.28% |
| Dimensional U.S. Targeted Value ETFDimensional ETF Trust829.1K sh$40.2M | 0.28% |
| BNY Mellon US Small Cap Core Equity ETFBNY Mellon ETF Trust5K sh$241.1K | 0.28% |
| Dimensional VA U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC50.7K sh$2.5M | 0.27% |
| U.S. Sustainability Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC32.5K sh$1.6M | 0.25% |
| Nuveen Quant Small/Mid Cap Equity FundTIAA-CREF Funds123.3K sh$6M | 0.22% |
| Transamerica Small/Mid Cap ValueTRANSAMERICA FUNDS29.4K sh$1.4M | 0.22% |
| Global X Russell 2000 ETFGLOBAL X FUNDS67.1K sh$3.3M | 0.22% |
| Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST340.5K sh$16.5M | 0.22% |
| Fidelity Small Cap Index FundFidelity Salem Street Trust1.5M sh$74.4M | 0.22% |
| Nuveen Small Cap Blend Index FundTIAA-CREF Funds182.3K sh$8.8M | 0.22% |
| SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST15.6K sh$757.9K | 0.21% |
| iShares Morningstar Small-Cap Value ETFiShares Trust29.6K sh$1.4M | 0.21% |
| Nuveen Quant Small Cap Equity FundTIAA-CREF Funds163K sh$7.9M | 0.19% |
| SA Mid Cap Index PortfolioSUNAMERICA SERIES TRUST19.9K sh$966K | 0.19% |
| BNY Mellon Midcap Index Fund, Inc.BNY MELLON MIDCAP INDEX FUND, INC.50.3K sh$2.4M | 0.19% |
| Pacer Trendpilot US Mid Cap ETFPacer Funds Trust15.1K sh$731.9K | 0.19% |
| MidCap S&P 400 Index FundPrincipal Funds, Inc52.6K sh$2.5M | 0.19% |
| Column Small Cap Select FundTrust for Professional Managers75.3K sh$3.6M | 0.19% |
| Schwab Fundamental U.S. Small Company Index FundSCHWAB CAPITAL TRUST91.1K sh$4.4M | 0.18% |
| PGIM Quant Solutions Mid-Cap Index FundPrudential Investment Portfolios 2505 sh$24.5K | 0.18% |
| Federated Hermes Mid-Cap Index FundFederated Hermes Index Trust10.6K sh$514.6K | 0.18% |
| Steward Values Enhanced Small-Mid Cap FundSteward Funds Inc6.4K sh$309.1K | 0.16% |
| U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC642.9K sh$31.1M | 0.16% |
| Fidelity Flex Mid Cap Index FundFidelity Salem Street Trust20.5K sh$992.8K | 0.16% |
| ULTRA SMALL CAP PROFUNDProFunds1.8K sh$87.4K | 0.15% |
| Dimensional U.S. Small Cap ETFDimensional ETF Trust462.9K sh$22.4M | 0.15% |
| Column Small Cap FundTrust for Professional Managers16.5K sh$779.3K | 0.14% |
| Victory Small Cap Stock FundVictory Portfolios III28.3K sh$1.4M | 0.14% |
| Direxion Daily Mid Cap Bull 3X SharesDirexion Shares ETF Trust2K sh$97.8K | 0.14% |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust59.2K sh$2.9M | 0.14% |
| ULTRA MID CAP PROFUNDProFunds1.2K sh$55.9K | 0.12% |
| iShares Morningstar Small-Cap ETFiShares Trust6K sh$290.2K | 0.10% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust50.7K sh$2.5M | 0.09% |
| Victory Extended Market Index FundVictory Portfolios III15.5K sh$753.1K | 0.09% |
| iShares U.S. Financial Services ETFiShares Trust39.8K sh$1.9M | 0.09% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds23.9K sh$1.2M | 0.09% |
| American Beacon Small Cap Value FundAMERICAN BEACON FUNDS64.3K sh$3.1M | 0.08% |
| U.S. Small Cap Equity FundRUSSELL INVESTMENT CO16.8K sh$811.8K | 0.08% |
| Fidelity MSCI Financials Index ETFFIDELITY COVINGTON TRUST36.8K sh$1.8M | 0.07% |
| SMALL-CAP PROFUNDProFunds118 sh$5.7K | 0.07% |
| MID-CAP PROFUNDProFunds124 sh$6K | 0.07% |
| U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC105.6K sh$5.1M | 0.07% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust28.2K sh$1.4M | 0.06% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC31.2K sh$1.5M | 0.06% |
| U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC61.7K sh$3M | 0.05% |
| Fidelity SAI U.S. Low Volatility Index FundFidelity Salem Street Trust234.8K sh$11.4M | 0.05% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC361.3K sh$17.5M | 0.05% |
| Dimensional U.S. Marketwide Value ETFDimensional ETF Trust119.5K sh$5.8M | 0.04% |
| Dimensional US Vector Equity ETFDimensional ETF Trust3.9K sh$189.3K | 0.03% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust296.2K sh$14.3M | 0.03% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVANGUARD WHITEHALL FUNDS548.3K sh$26.6M | 0.03% |
| Invesco Dividend AchieversTM ETFInvesco Exchange-Traded Fund Trust3.9K sh$190K | 0.02% |
| Fidelity Flex Mid Cap Focused Index FundFidelity Salem Street Trust92 sh$4.5K | 0.02% |
| iShares Core Dividend ETFiShares Trust7.8K sh$376.1K | 0.02% |
| Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust38.8K sh$1.9M | 0.02% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust12.7K sh$616.5K | 0.02% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC141.3K sh$6.8M | 0.02% |
| SA T. Rowe Price Allocation Moderately Aggressive PortfolioSUNAMERICA SERIES TRUST2.5K sh$121.3K | 0.02% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust31.9K sh$1.5M | 0.01% |
| Nuveen Equity Index FundTIAA-CREF Funds138.1K sh$6.7M | 0.01% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III778 sh$37.7K | 0.01% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust43.3K sh$2.1M | 0.01% |
| iShares Dow Jones U.S. ETFiShares Trust5.9K sh$286K | 0.01% |
| Schwab 1000 Index FundSCHWAB INVESTMENTS43.7K sh$2.1M | 0.01% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST84.1K sh$4.1M | 0.01% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust74.6K sh$3.6M | 0.01% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds8.6K sh$415.2K | 0.01% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust3.7K sh$180.7K | 0.01% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS159.3K sh$7.7M | 0.01% |
| E*TRADE No Fee Total Market Index FundE Trade Trust52 sh$2.5K | 0.00% |
| THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds1.1K sh$51.1K | 0.00% |
| THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds615 sh$29.8K | 0.00% |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds1.4K sh$68.4K | 0.00% |
| THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds683 sh$33.1K | 0.00% |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds97 sh$4.7K | 0.00% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.